Jennifer has over two decades of experience in the financial services industry, including more than 10 years with Schwab Advisor Services in a variety of roles. She worked with Cruz Consulting Group as a consultant to financial advisory firms on business management topics before she joined SFG where she manages business operations and is responsible for the firm’s overall productivity and efficiency. She enjoys concerts, wine tasting, hiking, golfing, and traveling with her husband. Her family includes two rescue pups. She received her B.A. from U.C. San Diego and her M.A. from Northern Arizona University.